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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,846 | $211,946-91.6% | $169,452-89.5% | $135,380-86.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.64% | 3.26%-9.9pp | 1.83%-8.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $867 | $5,117-83.1% | $4,157-79.1% | $4,779-81.9% |
| Participant deferral / active EE | $870 | $6,075-85.7% | $5,277-83.5% | $5,609-84.5% |
| Admin fee / account holder | $172 | $11,472-98.5% | $9,110-98.1% | $10,828-98.4% |